Experiential Wealth, Inc.
Experiential Wealth, Inc.
Experiential Wealth, Inc.


About Experiential Wealth

Sep 1, 2022 | Company News

I’d like to introduce myself, Philip Chao. I’m the Founder and Chief Investment Officer of Experiential Wealth.

I started out this firm by a different name, Chao & Company, about seven or eight years ago. Recently, I changed it to Experiential Wealth, and I want to share why I did that.

My role in what I do, why clients come to us, to our firm, is to look to us:

  • To help them to accomplish something
  • To reach something
  • To get somewhere

It may be an institution or individuals.

Whatever outcome they’re looking for, my number one priority is to crystallize it:

  • To help them to understand what it is that they want
  • To help them be able to say it
  • To empower reflect on it

I have found the most rewarding conversations are really get to know my clients and understand them. And in turn, for the first time, understand themselves and what they are trying to accomplish.

So that’s the number one thing that I do.

Once we can quantify it, we understand it, the roadmap is there and my second mot important priority is to make sure their financial assets, all the arrows are pointed in the right direction for them, and to protect them on the downside when the market goes down.

It’s always easy to say, “Boy, I’m gonna make you whatever percentage return.” But it is equally important protecting the downside as well.

So, I decided to change the name of the firm from Chao & Company to Experiential Wealth.

It is not money that they seek; it’s the experience that they are looking for. And my job is to make sure, to the best of my ability, that they will realize those experiences that they seek when they first come to Experiential Wealth.

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